Descripción
# CRM Assistant External Assets Managers #
* Zurich, CH
* Full-time
* Unlimited
### Your Role ###
As CRM Assistant External Assets Managers at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks.
### Your Responsibilities ###
* Provide day-to-day support in administrative and commercial activities
* Manage retrocessions and related commissions
* Account openings, closings and other documentations
* Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.
* Prepare client meetings and events
* Respond to clients enquiries by email or phone
* Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)
* Monitor credit lines and maturities of investments
* Monitor administrative issues
### Your Profile ###
* University degree in Finance or completed apprenticeship or similar banking education
* First relevant work experience in Private Banking
* Excellent Microsoft Office skills
* Knowledge in Avaloq is an advantage
* Ability to weigh problems and set priorities, strong analytical and problem solving skills
* Excellent interpersonal skills and ability to work with various stakeholders
* Strong work ethics, integrity and high level of accountability
* Fluency in English and German
### Your Benefits ###
* Entrepreneurial spirit in a family owned bank
* Central city office locations across Switzerland
* Above average insurance coverage fully borne by the bank
* Contribution to health insurance and meal allowance
* Global growth strategy and stable environment
* Competitive offering